KELLY DAVIE
Beaverton
Summary
Experienced in banking, sales, customer service, and accounts payable and receivable fields. Self-motivated individual excelling at assisting customers in meeting their financial needs through tailored product and service solutions. Strong problem-solving ability, effective communication with clients, multitasking, and conflict resolution skills.
Overview
19
19
years of professional experience
Work History
VP, Senior Treasury Officer
First Interstate Bank
05.2023 - 07.2024
- Increased company growth through collaboration with sales departments.
- Aligned organizational objectives with company mission to increase business growth and integrate work strategies.
- Resolved issues and recommended actions based on production and client requests.
- Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
VP, Sr Treasury Management Sales Consultant
Umpqua Bank
06.2017 - 12.2022
- Used consultative sales approach to understand business clients current day to day process, and made recommendations to help improve cash flow.
- Retained and expanded relationships with existing bank clients.
- Followed up with existing customers to provide additional support and address concerns.
- Maximized customer retention by resolving issues quickly.
Treausury Management Sales Assistant
Umpqua Bank
01.2009 - 06.2017
- Assisted Treasury Management Sales Consultants in onboarding brand new clients to bank , creating client documentation, managing onboarding of new sales , and maintaining relationships with current clients of bank.
- Monitored timeliness of setups and notified sales teams and client when complete.
- Scheduled training to ensure clients had smooth transition and received training they need to utilize our products on daily basis.
- Cultivated interpersonal skills by building positive relationships with others
- Demonstrated leadership skills in managing projects from concept to completion
Wire Specialist
Umpqua Bank
04.2005 - 01.2009
- Assisted external and internal clients with initiating domestic , USD, and FX foreign wires.
- Ran investment desk and monitored incoming and outgoing funds of bank.
Education
High School Diploma -
Horizon High School
Las Vegas, NV06.1996
Skills
- Strong depth of knowledge in Treasury Management
- Sales and support
- Strong client relations
- Knowledge and understanding of bank payments
- Excellent Communication skills
- Documentation preparation
- Billing dispute resolution
- Process Improvement
- Accounts Payable and Receivable
- Team Leadership
- Relationship Building
- Decision-Making
- Critical Thinking
- Coaching and Mentoring
Timeline
VP, Senior Treasury Officer
First Interstate Bank
05.2023 - 07.2024
VP, Sr Treasury Management Sales Consultant
Umpqua Bank
06.2017 - 12.2022
Treausury Management Sales Assistant
Umpqua Bank
01.2009 - 06.2017
Wire Specialist
Umpqua Bank
04.2005 - 01.2009
High School Diploma -
Horizon High School
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